Plan Snapshot
- Plan Sponsor: Bonadio & Co., LLP
- Sponsor EIN: 161131146
- Sponsor Address: 171 SULLY'S TRAIL SUITE 201, PITTSFORD, NY, 14534
- Plan Type: 401(k)
- Total Participants: 961
- Total Assets: $150.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 961 | $150.2M | $3.4M | $8.5M |
| 2023 | 926 | $129.0M | $3.3M | $7.4M |
| 2022 | 766 | $106.3M | $3.0M | $6.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $173,855 | $37,500 | — | — | — |
| 2023 | $169,897 | $56,250 | — | — | — |
| 2022 | $100,788 | — | $100,788 | — | — |